Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Once this feature has been added to your MacPractice License, you'll need to fetch your license in MacPractice Preferences. You can do this by navigating to the MacPractice Menu > Preferences > Abilities > Clicking the Fetch License button. This will refresh your license and activate any new abilities that have been added.

...

Once this is complete, you can add the icon to your MacPractice toolbar. Right click the toolbar, and select 'Customize Toolbar' to add the Blue Teardrop Smile Icon for Rep. Marketing.

...

Logging in 

When you navigate to the Reputation Marketing Ability, you'll be treated to a splash screen with a login link at the top. There'll also be some basic information for Reputation Marketing for those who haven't purchased the feature yet. 

...

Click the login link, as shown in the screenshot above. You'll be taken to the login screen where you can enter the e-mail tied to your http:// Grade.Us account and the corresponding http:// Grade.Us password, as http:// Grade.Us is the company that hosts our Reputation Marketing feature. These will be provided by http:// Grade.Us . You can also check the "Remember me?" checkbox to retain this information to avoid the need to login in the future.

...

If you leave this window alone for 60 minutes, you'll be logged out for inactivity, necessitating logging back in once you return.

The

...

Grade.Us Dashboard 

We'll give a basic overview of the http:// Grade.Us functionality here. 

...

When you first log into http:// Grade.Us , you'll land on the Dashboard. 

In the upper right hand corner (as long as your MacPractice window is sized large enough) you can see four icons. These assist you with navigating your http:// Grade.Us account. From left to right, the icons are: Account, Alerts, Help Resources, and Log Out.

On the left hand side, the sidebar contains your navigation tabs which will take you to several different areas of http:// Grade.Us's interface. By default, when you log in to Reputation Marketing, you'll land on the Funnel. In order:

  • Funnel: The Funnel contains options to configure your landing page that will encourage your patients to review your office.

  • Widgets: The Widgets area contains several features that can be embedded into your website or outgoing e-mails.

  • Review Requests: Review Requests allow you to manage Review Request e-mail or text campaigns to collect reviews.

  • Reviews: The Reviews area is designed to collect reviews gathered from your Funnel and Review Request campaigns. 

  • Reporting: The Reporting area aggregates all your review data to break down what it means for your office. You can generate and schedule reports here.

  • Links (beta): This feature allows you to link a Google or Facebook account to better enable you to directly respond to feedback from here.

First Time Steps

 If this is your first time using Reputation Marketing, you will be prompted to add a new business. Simply click the "Add a Business" button and a new window will appear prompting you for your business information.

...

When you select a review site, you will need to provide a URL to your office's listing on the site so that http:// Grade.Us can fetch your reviews from that site. Follow the prompts to complete this.

...

The first several fields are where you can edit the information you entered when you were first prompted to add a new business in First Time Steps.

The Logo field allows you to add a Logo to your Landing page.  By clicking the Browse... button, you can select a file on your computer. The "Show Business Name Text" checkbox allows you to have a text display of your business name or remove it depending on the needs of your logo and office.

...